Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMSIOX | NA | 41.28% | NA | NA | NA | NA | NA | … | … |
Data as of 11/22/2021, Common starting date is 11/22/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMSIOX | 11/22/2019 | 11/22/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.90 | 41.28 | NA | NA | NA | NA | NA | … | … | 35.52 | 16.48 | 3.62 |
| Sharpe Ratio | NA | 3.18 | NA | NA | NA | NA | NA | … | … | 2.95 | 0.44 | 5.73 |
| Standard Deviation(%) | NA | 13.25 | NA | NA | NA | NA | NA | … | … | 13.74 | 36.99 | 7.34 |
| Draw Down(%) | NA | 6.15 | NA | NA | NA | NA | NA | … | … | 6.15 | 35.51 | 1.64 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 |
Data as of 11/22/2021, Common starting date is 11/22/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMSIOX (SMSIOX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMSIOX (SMSIOX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart